CGRA Operations Analyst

JOB DESCRIPTION

SALES ENABLEMENT SPECIALIST

The Sales Enablement Specialist plays a significant role in helping to overcome challenges and better our overall Sales and Client Service strategy and execution.

The Sales Enablement Specialist will be responsible for partnering with the Chubb Risk Consulting Sales and Client Services team to better project execution, efficiency, and financial results.

While the emphasis of the role is internally focused, the Sales Enablement Specialist may be tasked to facilitate some client-facing activities.

The objective is to help Chubb Risk Consulting meet client retention goals, ensure a consistent high level of client satisfaction, and partner with Sales & Client Services to improve the overall client experience.

DUTIES AND RESPONSIBILITIES

Program Management & Oversight


* Participates as an active member of the Client Experience team for multiple accounts; this role is not an Account or Project Management role, rather an integral part of ensuring execution of specific tasks across the entire Chubb Risk Consulting portfolio.


* Works closely with the Sales & Client Service team to help facilitate the planning, execution, and tracking of assigned in-scope tasks.
+ In-scope tasks may vary by account and will be identified and approved by the Chubb Risk Consulting Leadership Team.[1]
+ In-scope tasks are defined as those supporting a high-volume, recurring service line where the scope, level of effort, fee, and resource(s) are pre-defined.
+ Current in-scope tasks include, but are not limited to: creation of internal project numbers within the Deltek Vantagepoint system (cloning pre-defined projects), scheduling of per-occurrence services with pre-approved resources (e.g., virtual ergonomic assessments, laboratory inspections), maintenance of client interfacing software platforms (e.g., ErgMaps, eQEC, Brady), procuring subcontractor quotes for client-defined scopes of work, follow up on client deliverables, preparation of client KPI reports, etc.


* Facilitates planning and communication (cross-functional team engagement) inclusive of account managers, consultants, internal and external (client) stakeholders, and subcontractors.


* Executes activities in support of the client experience; on time and within budget.
+ Pre-project planning inclusive of scheduling/coordination and stakeholder engagement.
+ Regular internal communication (project status updates)
+ Subcontractor(s) oversight
+ Change management (client driven requests)
+ Internal project accounting and reporting

Sales Enablement


* Creates, updates, and maintains a comprehensive library of sales enablement materials and tools, including playbooks, training guides, product information sheets, and case studies.


* Implements and manage tools and platforms, ensuring sales teams are trained on their use and maximizing their effectiveness.
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